Message Center


Overview

The Lawmatics Message Center centralizes client portal messages and SMS texts into a single, organized space.

Who Can Access the Message Center?

User access to the Message Center is based on matter access levels assigned in User Management settings.

  • Users can only view messages for matters they have access to.
  • As an admin, you can define these access levels in User Management.
  • Access can be limited to matters owned, created, or all matters.
  • Users with access to all matters will see all messages exchanged in the Message Center.

Admin View: The Message Center helps track and monitor all firm-wide communications.

Navigating the Message Center

To access the Message Center:

  1. Navigate to Message Center from the left-side navigation bar under People.
  2. View a dashboard of all client communications, based on user-specific access levels.

Client Portal Messages

  • View all sent and received messages via the Client Portal.
  • Click the "New Message" button at the top right to send a new portal message.
  • Use the Message Type filter in the left sidebar to view only portal messages.

SMS Text Messages

  • View all outgoing SMS messages.
  • If using Two-Way Texting, message threads with clients will appear.
  • Users with Two-Way Texting can:
    • Send new text messages from the Message Center.
    • Reply to message threads directly.

Filtering Messages

Users can filter messages based on multiple criteria:

  • Contact-Specific Messages: View messages for one particular contact.
  • Message Type:
    • SMS only
    • Portal messages only
    • All messages
  • Date Filter: Sort by specific timeframes.
  • Message Status:
    • Unread messages
    • Read messages
  • Sort Order:
    • Newest first
    • Oldest first

By utilizing these tools, firms can streamline communication and maintain organized client interactions efficiently.

Still need help? Contact Us Contact Us